Economic Trends
Get the latest economic news and analysis to understand emerging economic trends and their impact on portfolios.
12 States With the Lightest Tax Burdens: 2026
By Michael S. FischerWalletHub's research seeks to clarify how U.S. taxpayers are affected by complex federal and state tax codes.
April 03, 2026
33 Undervalued Stocks to Buy in a Volatile Market: MorningstarThe researchers looked at valuations through two lenses — by investment style and by industry sector.
April 02, 2026
12 Most Livable Small and Midsize U.S. Cities: 2026In these locations, Livability.com finds, paychecks go further, commutes are shorter and quality of life comes first.
March 31, 2026
The Ultra-Wealthy Are Just Like Us: They Need 'a Community of Advice'Serving this booming cohort, Bernstein Private Wealth's Aaron Bates says, requires connections with like-minded peers.
March 31, 2026
Middle-Market RIAs Hit M&A Inflection Point: ReportA measurable gap exists between the firms that command a premium and those that do not, research finds.
March 27, 2026
'Dirty Dozen' Tax Scams of 2026: IRSTaxpayers should be on the lookout for these new and emerging schemes, according to the agency.
March 26, 2026
7 Ways the Corebridge-Equitable Deal Could Affect Advisors and ClientsThe deal might create a company with bigger marketing, AI and legislative affairs budgets.
March 26, 2026
12 Cities With the Highest Income Needed to Live ComfortablySmartAsset research broke down the lifestyle to 50% for basic necessities, 30% for wants and 20% for saving.